According to media reports, deliberations between Russia, the U.S. and Europe surrounding the Ukraine crisis – which have been intensifying since last summer over a Russian military build-up near the Ukrainian border – have gone from bad to worse. There are increasing signs of posturing and escalation, rather than of progress, since the turn of the year.
In this week’s podcast, Ehsan Khoman, Head of Emerging Markets Research (EMEA), contextualises the implications of elevated Russian geopolitical tensions on global markets and offers perspectives of what could come next through scenario analysis.
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